Counterpoint Research·2025-11-20 04:14Core Insights - The iPhone 17 and Xiaomi 17 series are key drivers for growth in their respective brands during the first month of sales [4][5] - Both Apple and Xiaomi experienced similar overall sales growth, with Apple increasing by 22% and Xiaomi by 21% year-on-year [5] Sales Performance - The iPhone 17 series contributed significantly to Apple's sales in China, with nearly 80% of iPhones sold during the period coming from the new series [8] - Xiaomi's early launch of the 17 series effectively supported its smartphone sales, leading to a 21% year-on-year increase [8] Market Trends - The timing of the new product launches before the Mid-Autumn Festival boosted sales compared to the previous year [8] - Consumers are seeking high cost-performance products while also expecting innovative features, which the latest offerings from Apple and Xiaomi fulfill [8] Consumer Behavior - There is a strong demand for the new iPhone models, particularly the standard and Pro versions, driven by a wave of users upgrading from older models post-COVID [10] - Xiaomi's 17 Pro and 17 Pro Max have become the main sales drivers, indicating a shift in consumer preference towards higher-end models [10]